---
title: "About Client Profiles"
url: "https://support.cosmesoft.app/en/article/about-client-profiles"
language: "en"
last_updated: "2026-09-05T01:07:52.679Z"
---

# About Client Profiles

Client Profiles in Cosmesoft serve as the central hub for all information related to a client's journey at your practice, from personal contact details to clinical history and financial records.

*Client Profiles may also be referred to as* ***Client Records****,* ***Patient Files****, or* ***Client Details*** *in some parts of the product.*

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## What Client Profiles cover

The Client Profile is organised into several dedicated tabs to help you manage different aspects of client care:

-   **Profile** — Personal details, contact information, emergency contacts, and general notes.

-   **Consultations** — A chronological history of all appointments, clinical consultations, and treatment plans.

-   **Forms** — Digitally signed clinical forms, consents, prescriptions and questionnaires attached to the client's record.

-   **Photos** — A gallery of clinical photos (before/after) used to track treatment progress over time.

-   **Accounts** — A complete financial history, including invoices, payments, and outstanding balances.

-   **Products** — A record of all retail and clinical products purchased by or used for the client.

-   **Loyalty & Promotions** — Tracking of loyalty points, available vouchers, and purchased treatment packages.

-   **Messages** - (Coming Soon) A communication portal and log of all communications between the business and the client.

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## Why it matters

Effective use of client profiles ensures that:

-   **Clinical care is continuous** — Review past notes and photos before every treatment.

-   **Consent is documented** — Verify all mandatory legal and medical forms are signed.

-   **Financials are transparent** — Easily reconcile payments and track outstanding balances.

-   **Loyalty is rewarded** — Monitor points and active vouchers to provide a personalised experience.

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## How it fits into your workflow

-   **Reception** — Update contact details and check loyalty status during check-in.

-   **Clinical** — Review consultation history and compare before/after photos during treatment.

-   **Billing** — Access invoices and product history for accurate checkout.

-   **Management** — Monitor client engagement and financial activity for reporting.

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## Access and permissions

-   **Viewing** — Owner, Admin, Manager, Clinician, Receptionist.

-   **Editing Details** — Owner, Admin, Manager, Clinician, Receptionist.

-   **Deleting / Archiving** — Owner, Admin.

-   **Financial Access** — Access to the **Accounts** tab may be restricted depending on your role settings.

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## Related articles

-   [How to manage client profile details](https://support.cosmesoft.app/en/article/how-to-manage-client-profiles)

-   [How to manage client photos and forms](https://support.cosmesoft.app/en/article/how-to-manage-client-profiles#step-3-%E2%80%94-manage-client-forms-and-consents)

-   [Fix common client profile issues](https://support.cosmesoft.app/en/article/fix-common-client-profile-issues)

-   [About Consultations](https://support.cosmesoft.app/en/article/about-the-consultation-process)

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